AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RM

Ronald W. Meyer

Some features on this profile are disabled
CRD#: 1041337
RM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Wayne Meyer was a registered financial advisor .

Ronald is a previously registered financial advisor and started their career in finance in 1981. Ronald had worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 5, 2013 - July 13, 2018

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
VALLEY VILLAGE, CA
Past

September 30, 2008 - August 10, 2011

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
FT. LAUDERDALE, FL
Past

September 26, 2008 - August 10, 2011

KOVACK SECURITIES INC.

BD
CRD#: 44848
VALLEY VILLAGE, CA
Past

July 12, 2007 - September 26, 2008

MORGAN PEABODY, INC.

BD
CRD#: 38306
VALLEY VILLAGE, CA
Past

July 28, 2006 - June 29, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
VALLEY VILLAGE, CA
Past

May 5, 2005 - June 29, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
VALLEY VILLAGE, CA
Past

November 13, 2003 - April 22, 2005

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
VALLEY VILLAGE, CA
Past

September 24, 2003 - April 22, 2005

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

March 22, 2002 - July 23, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
BURBANK, CA
Past

July 12, 1999 - July 23, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

July 14, 1992 - July 12, 1999

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

December 24, 1987 - June 30, 1992

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

November 18, 1987 - March 24, 1988

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

September 24, 1984 - May 5, 1986

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

November 6, 1981 - September 24, 1984

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/7/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RO
RICHFIELD ORION INTERNATIONAL, INC.
RICHFIELD ORION INTERNATIONAL, INC. | SAN JACINTO SECURITIES, INC.

CRD#: 24433 / SEC#: , 8-41166

BD
Approved by SEC on 06/02/1989
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 01/09/2008
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
RICHFIELD ORION INTERNATIONAL, LLCPARENT COMPANY
STUART, JAMES BRETTCEO,CFO,DIRECTOR, CCO3022149

Disclosures


Regulatory Event9
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RICHFIELD ORION INTERNATIONAL, INC.

CRD#: 24433

TRUST BUT VERIFY

Monitor Ronald Meyer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics